Report by Month and Year

  • Thread starter Thread starter FJB
  • Start date Start date
F

FJB

I am looking for help in creating a report which will show the number
of transactions during a month. When the report is run in January 2006,
there will be listing for each month in 2005 along with a YTD. As the
report is run monthly, each month will added as the month is included
in the time period requested.

Do I need to base this report on a query or can the report construct
the report? Which will be faster as the number of transactions grow?

The date field is called "Date" and is formatted in the short date
format. The transaction number is a text field.

Thanks for your help.
 
FJB,
First, never use "Date" as a field name... it's a reserved word in
Access. Try something like TransDate instead.

You need to include the Year and Month of your transactions in the query
behind the report.
Year(TransDate) and Month(TransDate)
Then, using the Grouping and Sorting of the report design, create breaks
for Year and Month headers and footers, so you can summarize data by Year
and Month, and overall if needed. The transaction records would be in the
Detail section, sorted by TransNo or TransDate, depending on your needs.
 
I found out about the reserved words after constructing this table. Can
I change the field name without losing data as long as the wormat
remains the same?
 
You can change the name of a field without losing the data, but all
forms/queries/reports/code that call the old name will have to be corrected.

How did you make out with the Month Year problem?
Did the rest of my post help you with the report Sorting and Grouping?
 
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